See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,493 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,789 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,591 | $66,601+141.1% | $92,893+72.9% | $67,579+137.6% |
| Participation rate | 92.9% | 72.5%+20.4pp | 76.0%+16.9pp | 71.3%+21.7pp |
| Annual return | 28.24% | 92.58%-64.3pp | 109.41%-81.2pp | 378.56%-350.3pp |
| Employer contribution / active EE | $1,826 | $2,775-34.2% | $3,653-50.0% | $2,148-15.0% |
| Participant deferral / active EE | $8,453 | $3,157+167.8% | $4,236+99.5% | $3,539+138.8% |
| Admin fee / account holder | -$8 | $199-104.3% | $5,794-100.1% | $142-106.0% |